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Michael William Mcgrath

PROSPERITY ROAD, LLC·SANTA ANA, California
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12341 NEWPORT AVENUE, SANTA ANA, CA 92705CRD# 4771498Firm CRD# 281894
01

About

Michael William Mcgrath is a registered financial advisor based in SANTA ANA, California, affiliated with PROSPERITY ROAD, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
PROSPERITY ROAD, LLC
PROSPERITY ROAD, LLC
AUM
$143M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at PROSPERITY ROAD, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4771498
Firm CRD# 281894
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Michael William Mcgrath offer?
Michael William Mcgrath specializes in Financial Planning, Investment Management. Contact their office in SANTA ANA, California for a consultation.
What are Michael William Mcgrath's credentials?
Michael William Mcgrath is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael William Mcgrath located?
Michael William Mcgrath is based in SANTA ANA, California, working with PROSPERITY ROAD, LLC. Their office serves clients in the SANTA ANA metropolitan area and surrounding communities.
How does Michael William Mcgrath charge for services?
Michael William Mcgrath's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PROSPERITY ROAD, LLC?
PROSPERITY ROAD, LLC has approximately 4 employees and manages $143M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
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City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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